J.P. Morgan Private Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.26M | Buy |
7,018
+1,653
| +31% | +$297K | ﹤0.01% | 895 |
|
|
2023
Q2 | $862K | Sell |
5,365
-783
| -13% | -$126K | ﹤0.01% | 811 |
|
|
2023
Q1 | $871K | Sell |
6,148
-3,494
| -36% | -$495K | ﹤0.01% | 1229 |
|
|
2022
Q4 | $1.32M | Sell |
9,642
-8
| -0.1% | -$1.09K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $1.26M | Buy |
9,650
+15
| +0.2% | +$1.95K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $1.49M | Sell |
9,635
-749
| -7% | -$115K | ﹤0.01% | 950 |
|
|
2022
Q1 | $1.87M | Sell |
10,384
-705
| -6% | -$127K | ﹤0.01% | 930 |
|
|
2021
Q4 | $2.06M | Buy |
11,089
+286
| +3% | +$53K | ﹤0.01% | 903 |
|
|
2021
Q3 | $1.92M | Buy |
10,803
+359
| +3% | +$63.8K | ﹤0.01% | 924 |
|
|
2021
Q2 | $1.83M | Buy |
10,444
+110
| +1% | +$19.2K | ﹤0.01% | 920 |
|
|
2021
Q1 | $1.61M | Sell |
10,334
-175
| -2% | -$27.3K | 0.01% | 844 |
|
|
2020
Q4 | $1.62M | Sell |
10,509
-70
| -0.7% | -$10.8K | 0.01% | 821 |
|
|
2020
Q3 | $1.4M | Buy |
10,579
+938
| +10% | +$124K | 0.01% | 758 |
|
|
2020
Q2 | $1.21M | Buy |
9,641
+159
| +2% | +$20K | 0.01% | 740 |
|
|
2020
Q1 | $1.14M | Sell |
9,482
-855
| -8% | -$103K | 0.01% | 672 |
|
|
2019
Q4 | $1.45M | Buy |
10,337
+424
| +4% | +$59.6K | 0.01% | 678 |
|
|
2019
Q3 | $1.33M | Buy |
9,913
+5,947
| +150% | +$800K | 0.01% | 678 |
|
|
2019
Q2 | $492K | Buy |
3,966
+1,075
| +37% | +$133K | ﹤0.01% | 995 |
|
|
2019
Q1 | $341K | Sell |
2,891
-4
| -0.1% | -$472 | ﹤0.01% | 1159 |
|
|
2018
Q4 | $336K | Sell |
2,895
-203
| -7% | -$23.6K | ﹤0.01% | 1111 |
|
|
2018
Q3 | $385K | Sell |
3,098
-237
| -7% | -$29.5K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $429K | Buy |
3,335
+113
| +4% | +$14.5K | ﹤0.01% | 1067 |
|
|
2018
Q1 | $420K | Sell |
3,222
-164
| -5% | -$21.4K | ﹤0.01% | 926 |
|
|
2017
Q4 | $430K | Buy |
3,386
+65
| +2% | +$8.26K | ﹤0.01% | 922 |
|
|
2017
Q3 | $396K | Sell |
3,321
-1,948
| -37% | -$232K | ﹤0.01% | 936 |
|
|
2017
Q2 | $554K | Buy |
5,269
+316
| +6% | +$33.2K | ﹤0.01% | 805 |
|
|
2017
Q1 | $538K | Buy |
4,953
+738
| +18% | +$80.2K | ﹤0.01% | 821 |
|
|
2016
Q4 | $494K | Buy |
4,215
+1,414
| +50% | +$166K | ﹤0.01% | 815 |
|
|
2016
Q3 | $325K | Sell |
2,801
-266
| -9% | -$30.9K | ﹤0.01% | 957 |
|
|
2016
Q2 | $306K | Sell |
3,067
-468
| -13% | -$46.7K | ﹤0.01% | 971 |
|
|
2016
Q1 | $376K | Sell |
3,535
-259
| -7% | -$27.5K | ﹤0.01% | 862 |
|
|
2015
Q4 | $467K | Sell |
3,794
-102
| -3% | -$12.6K | ﹤0.01% | 719 |
|
|
2015
Q3 | $457K | Sell |
3,896
-6,930
| -64% | -$813K | 0.01% | 649 |
|
|
2015
Q2 | $1.45M | Buy |
10,826
+742
| +7% | +$99.2K | 0.02% | 426 |
|
|
2015
Q1 | $1.41M | Buy |
10,084
+240
| +2% | +$33.6K | 0.02% | 449 |
|
|
2014
Q4 | $1.24M | Sell |
9,844
-70
| -0.7% | -$8.78K | 0.01% | 483 |
|
|
2014
Q3 | $1.17M | Buy |
9,914
+2,599
| +36% | +$305K | 0.02% | 476 |
|
|
2014
Q2 | $875K | Sell |
7,315
-134
| -2% | -$16K | 0.01% | 435 |
|
|
2014
Q1 | $841K | Sell |
7,449
-7
| -0.1% | -$790 | 0.02% | 437 |
|
|
2013
Q4 | $909K | Buy |
7,456
+2,189
| +42% | +$267K | 0.02% | 363 |
|
|
2013
Q3 | $674K | Sell |
5,267
-3,452
| -40% | -$442K | 0.02% | 387 |
|
|
2013
Q2 | $1.05M | Buy |
+8,719
| New | +$1.05M | 0.03% | 314 |
|